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Telephone And Data Systems (TDS) Reports Strong Q2 Profit, Is The Valuation Gap Too Wide?
Simply Wall St.1h agoneutral
Telephone And Data Systems (TDS) Reports Strong Q2 Profit, Is The Valuation Gap Too Wide?

Telephone and Data Systems (TDS) has drawn fresh attention after reporting Q2 2026 results on 7 August, with revenue of US$309.28 million and net income of US$298.37 million from continuing operations. See our latest analysis for Telephone and Data Systems. Despite the stronger Q2 earnings profile and spectrum transactions with Verizon and T-Mobile, Telephone and Data Systems’ recent share price return has softened, with the stock at US$33.17 and share price performance weakening over the...

Verizon (VZ) Stock Looks Reasonable After New Fiber Expansion News
Simply Wall St.8h agoneutral
Verizon (VZ) Stock Looks Reasonable After New Fiber Expansion News

Verizon Communications stock has quietly built a solid track record over the past three years, yet the current valuation checks point to a mixed picture rather than a clear bargain or obvious overvaluation. The share price has returned 72.7% over three years. This puts more weight on whether today's valuation still leaves enough room for attractive long term returns. On the upside, new partnerships and infrastructure investments in fiber and advanced connectivity can support expectations for...

Lockheed Martin demonstrates AI-powered drone detection system using 5G networks
InvestorsHub19h agoneutral
Lockheed Martin demonstrates AI-powered drone detection system using 5G networks

Lockheed Martin (NYSE:LMT), Verizon (NYSE:VZ), Keysight Technologies (NYSE:KEYS), ODC and Astris AI completed a live demonstration of the NetSense Airspace Awareness-as-a-Service platform in the Miami area in July, showcasing technology designed to detect and monitor drones using existing 5G infrastructure. The system combines Verizon’s 5G network spectrum with ODC’s AI-native Radio Access Network software, Nvidia’s AI Aerial platform and Keysight’s radio-frequency simulation technology to ident

T-Mobile's CEO just dismantled SpaceX and Starlink's big goal
TheStreet22h agoneutral
T-Mobile's CEO just dismantled SpaceX and Starlink's big goal

SpaceX's first earnings call put the wireless industry on notice. SpaceX CEO Elon Musk and COO Gwynne Shotwell said Starlink was coming for Verizon, AT&T, and T-Mobile. They cited a $600 billion U.S. wireless market and said they expected to take customers from all three. Wall Street took it ...

Array Digital Infrastructure Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Array Digital Infrastructure Q2 Earnings Call Highlights

TDS reported second-quarter progress in its fiber expansion and tower infrastructure operations, while updating 2026 guidance for both TDS Telecom and Array Digital Infrastructure (NYSE:AD). Management also said it would not provide further updates or take questions regarding TDS’s pending proposal

How Investors Are Reacting To Verizon (VZ) Amid Starlink Mobile Threat and New Funding Moves
Simply Wall St.1d agoneutral
How Investors Are Reacting To Verizon (VZ) Amid Starlink Mobile Threat and New Funding Moves

In early August 2026, Verizon Communications completed US$3.75 billion of fixed-to-floating, callable junior subordinated notes due 2057 and 2059 and expanded its Verizon Family app through a new Fi Mini pet-tracking integration, while also addressing recent service-disrupting vandalism and supporting public safety operations. At the same time, investor attention has sharpened around mounting competitive pressure from SpaceX’s planned Starlink Mobile offering, which aims to challenge...

Telephone and Data Systems Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Telephone and Data Systems Q2 Earnings Call Highlights

Telephone and Data Systems (NYSE:TDS) reported second-quarter progress in its fiber expansion and tower operations, while lowering revenue expectations for its telecom business amid continued pressure from legacy copper and cable services. The company also said Array Digital Infrastructure completed

Verizon (VZ) Faces A New Threat As SpaceX Plans A Mobile Network
Simply Wall St.7d agoneutral
Verizon (VZ) Faces A New Threat As SpaceX Plans A Mobile Network

SpaceX plans to launch a terrestrial mobile network that will compete directly with Verizon and other major U.S. carriers. The company aims to use its existing Starlink satellite broadband system and new land-based assets to offer enhanced mobile services by 2027. This move targets the same consumer and enterprise segments that Verizon Communications (NYSE:VZ) currently serves. For Verizon Communications, the new SpaceX plan adds another layer of competition on top of ongoing 5G rollouts...